Milestone Asset Management, LLC Ishares Core S&P 500 ETF Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 1,015 shares of IVV stock, worth $645,956. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,015
Previous 1,067 4.87%
Holding current value
$645,956
Previous $628 Million 9.14%
% of portfolio
0.12%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$554.06 - $615.85 $28,811 - $32,024
-52 Reduced 4.87%
1,015 $571 Million
Q4 2024

Jan 23, 2025
BUY
$570.51 - $610.59 $570 - $610
1 Added 0.09%
1,067 $628 Million
Q3 2024

Oct 25, 2024
BUY
$520.18 - $576.82 $520 - $576
1 Added 0.09%
1,066 $615 Million
Q2 2024

Jul 19, 2024
SELL
$497.53 - $549.64 $58,708 - $64,857
-118 Reduced 9.97%
1,065 $583 Million
Q1 2024

Apr 23, 2024
SELL
$469.56 - $525.73 $46,016 - $51,521
-98 Reduced 7.65%
1,183 $622 Million
Q4 2023

Jan 23, 2024
BUY
$412.55 - $479.0 $2,475 - $2,874
6 Added 0.47%
1,281 $612 Million
Q3 2023

Nov 13, 2023
SELL
$427.76 - $460.18 $107,795 - $115,965
-252 Reduced 16.5%
1,275 $548 Million
Q2 2023

Aug 08, 2023
BUY
$406.17 - $445.71 $28,025 - $30,753
69 Added 4.73%
1,527 $681 Million
Q1 2023

May 08, 2023
SELL
$381.13 - $418.66 $164,648 - $180,861
-432 Reduced 22.86%
1,458 $599 Million
Q4 2022

Feb 06, 2023
BUY
$357.98 - $409.32 $676,582 - $773,614
1,890 New
1,890 $760 Million

Others Institutions Holding IVV

# of Institutions
3,958
Shares Held
815M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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